LC
IWD icon

Lourd Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Lourd Capital’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$431K Sell
3,388
-320
-9% -$40K 0.04% 72
2019
Q1 		$458K Sell
3,708
-73
-2% -$8.77K 0.04% 65
2018
Q4 		$420K Hold
3,781
– – 0.03% 139
2018
Q3 		$479K Buy
+3,781
New +$475K 0.03% 136

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Lourd Capital's IWD Position: Q2 2019 in Review

Lourd Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 8.6% in Q2 2019, selling an estimated $40K and leaving 3,388 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #72.

Lourd Capital first reported a position in IWD in Q3 2018 and has held it in 4 quarters since. The position peaked at $479K in Q3 2018. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

  • Lourd Capital held 3,388 shares of iShares Russell 1000 Value ETF worth $431K as of Q2 2019.
  • Lourd Capital sold 320 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $40K.
  • iShares Russell 1000 Value ETF made up 0.04% of Lourd Capital's portfolio in Q2 2019, its #72 holding.
  • Lourd Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 4 quarters since.
  • Lourd Capital's iShares Russell 1000 Value ETF position peaked at $479K in Q3 2018.
  • 966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.